Waterloo Capital

Stuart Huckin is a financial advisor at Waterloo Capital with 14 years of industry experience. He holds a Series 66 designation and has previously worked at SWH Investments LLC, Truist Investment Services, BB&T Securities, and USCA-affiliated firms. Outside of his advisory role, he is a passive investor in oil and gas minerals and private wine storage ventures. Waterloo Capital provides investment advisory and financial planning services primarily to entrepreneurs and high-net-worth individuals, employing a long-term, fundamental analysis-based investment approach with discretionary and non-discretionary portfolio management and access to third-party sub-advisers.

Lori Morris is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Calton & Associates, Inc. and Raymond James & Associates, Inc. She is a partner in HMI, LLC, a private equity investment entity, where she handles annual tax filings. Waterloo Capital offers investment advisory and financial planning services primarily to accomplished entrepreneurs and high-net-worth individuals, emphasizing long-term, buy-and-hold portfolio construction with periodic rebalancing and access to third-party sub-advisers.

Logan Moulton is a CFA® charterholder and Series 63 licensee with seven years of experience, currently serving as a portfolio manager at Waterloo Capital. He has held roles at Intelligent Wealth Solutions LLC and other financial firms since 2019. Moulton manages customized investment portfolios for certain clients outside of model portfolios. Waterloo Capital provides investment advisory and financial planning services primarily to entrepreneurs and high-net-worth individuals. The firm emphasizes fundamental analysis and long-term, buy-and-hold portfolio management, offering both direct management and access to third-party sub-advisers.

Michael Yawn is a financial advisor at Waterloo Capital with eight years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and Arvest Wealth Management. Waterloo Capital provides investment advisory and financial planning services primarily to accomplished entrepreneurs and high-net-worth individuals, focusing on long-term, buy-and-hold portfolio construction and offering both direct management and access to third-party sub-advisers.

Andrew Johnsen is a financial advisor with Waterloo Capital in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at Merrill Lynch from 2014 to 2020 and Titleist Asset Management from 2020 to 2023. Outside of his advisory role, Johnsen serves as a limited partner and advisory board member for a training facility and is involved in consulting and exotic car rentals through separate business ventures. Waterloo Capital provides investment advisory and financial planning services primarily to entrepreneurs and high-net-worth individuals, focusing on long-term, buy-and-hold portfolio management with periodic rebalancing and access to third-party sub-advisers tailored to client objectives.

Jonathan Liles is a financial advisor with Waterloo Capital in Rogers, Arkansas. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Waterloo Capital, he worked in various roles including at Chipotle and Grand Targhee Resort. Waterloo Capital provides investment advisory and financial planning services primarily to entrepreneurs and high-net-worth individuals, focusing on long-term, buy-and-hold portfolio management combined with fundamental analysis and tailored allocations.

Donald Simoneaux is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation with 10 years of industry experience. He has been with Waterloo Capital since 2013. Outside of his advisory role, he serves as the treasurer on the board of directors for Highland Montessori School, a nonprofit preschool. Waterloo Capital provides investment advisory and financial planning services primarily to entrepreneurs and high-net-worth individuals, focusing on long-term, fundamental analysis-driven portfolio management and tailored client solutions.

Jordan Mehal is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation with over a decade of experience. His prior roles include positions at Standish Management and International Capital Management Corp, as well as an academic role at the University of Arkansas at Monticello. Waterloo Capital provides investment advisory and financial planning services primarily to entrepreneurs and high-net-worth individuals, focusing on long-term, fundamental analysis-driven portfolio management with both direct and sub-advised account options.

George Abiassi is an investment advisor representative at Waterloo Capital with two years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Waterloo Capital since 2024. Abiassi is also a principal at Market Street Capital, where he provides consulting services, and a partner at Market Street Health Partners I LLC, an independent sponsor focused on the acquisition of diagnostic laboratories. Waterloo Capital provides investment advisory and financial planning services primarily to accomplished entrepreneurs and high-net-worth individuals. The firm emphasizes fundamental analysis and long-term, buy-and-hold portfolio construction, offering both direct management and access to third-party sub-advisers tailored to client objectives.

Bennett Woodward is a CFA® charterholder with 21 years of industry experience. He is affiliated with Waterloo Capital and Intelligent Wealth Solutions, where he has held advisory roles since 2016 and 2019, respectively. His prior experience includes six years at Black Diamond Investment Partners LLC. Waterloo Capital provides investment advisory and financial planning services primarily to entrepreneurs and high-net-worth individuals. The firm emphasizes long-term, fundamental analysis-based portfolio management, offering both direct management and access to third-party sub-advisers, including an affiliated registered adviser.

Mark Mcadams is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Waterloo Capital in 2023, he was involved with Ironclad Strategies LLC since 2018 and previously worked at Erben Associates, LLC and M HOLDINGS SECURITIES, Inc. He is also a managing member and 50% owner of Ironclad Strategies Consulting, LLC, providing fractional CFO and business consulting services. Waterloo Capital offers investment advisory and financial planning services primarily to entrepreneurs and high-net-worth individuals. The firm’s approach emphasizes fundamental analysis and long-term, buy-and-hold portfolio management, with options for direct management or placement on sub-adviser platforms tailored to client objectives and risk tolerances.

Megan Gegen is a financial advisor at Waterloo Capital with a Series 65 credential and three years of industry experience. Her prior roles include positions at Muse Consultants, Apollonia Management Group, and the Texas Rangers Baseball Club. Waterloo Capital provides investment advisory and financial planning services primarily to accomplished entrepreneurs and high-net-worth individuals, focusing on long-term, buy-and-hold portfolio management combined with fundamental analysis and tailored allocations. The firm offers both direct management and access to third-party sub-advisers, conducting regular client reviews and portfolio rebalancing.

Kasey Cooper is a financial advisor at Waterloo Capital with six years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors LLC and Arvest Wealth Management. Outside of advisory work, Cooper is involved with GIVE ME A SECOND LLC. Waterloo Capital provides investment advisory and financial planning services primarily to entrepreneurs and high-net-worth individuals. The firm focuses on long-term, fundamental analysis-driven portfolio management and offers both direct management and sub-adviser platforms tailored to client objectives.

Grace Hill is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Waterloo Capital, she worked at The Monument Group and has co-owned a pool cleaning business. She is also a board member of the Psalm 89:1 Ministries Women’s Ministry. Waterloo Capital provides investment advisory and financial planning services primarily to accomplished entrepreneurs and high-net-worth individuals, offering discretionary and non-discretionary portfolio management along with access to third-party sub-advisers. The firm emphasizes long-term, buy-and-hold portfolio construction with periodic rebalancing and tailors allocations to client objectives and risk tolerances.

Montgomery Fortenbaugh is a financial advisor at Waterloo Capital with a Series 65 designation and two years of industry experience. His prior roles include positions at Portage Partners and Apogem Capital, as well as work at the University of Richmond. Waterloo Capital provides investment advisory and financial planning services primarily to accomplished entrepreneurs and high-net-worth individuals. The firm’s investment approach emphasizes fundamental analysis, long-term buy-and-hold portfolio construction, and tailored allocations using both direct management and sub-adviser platforms.